Family Office
Family Office Investment Strategy: Multi-Generational Plan
How family offices build an investment strategy that survives a generational handover: liquidity floors, alternatives, and the governance around both.
Family Office Consulting
Family office governance and strategy: independent, cross-border, generational.
Zephyr helps families coordinate advisors, clarify decision-making, strengthen reporting, and build governance frameworks that support wealth, legacy, and continuity. Bilingual practice in English and Mandarin, with cross-border advisory experience across Canada, the United States, Taiwan, and Asia-Pacific.
The Real Challenge
Most families have enough advisors. What they're missing is independent oversight.
Most families already have capable bankers, accountants, lawyers, portfolio managers, and trustees. The challenge is rarely a lack of advisors: it is a lack of independent coordination, governance, and decision clarity across all of them. For families with cross-border holdings (particularly between North America and Asia-Pacific) coordination becomes even more critical, and bilingual fluency in English and Mandarin can materially shorten the path to clarity. Zephyr helps families organize the whole picture.
- Multiple advisors but no single consolidated view
- Investment policy is informal, outdated, or inconsistently applied
- Next-generation involvement is increasing but decision rights are unclear
- Trustees or family members need better reporting before major decisions
- Family wants independent review without product sales pressure
- Major allocation, liquidity, real estate, or succession decisions are approaching
- Cross-border holdings between North America and Taiwan / Asia-Pacific require coordination across jurisdictions, currencies, and family cultures
- Family conversations span English and Mandarin and matters best discussed in both
Typical Deliverables
What we produce together.
Family governance framework
Investment policy review and support
Advisor oversight framework
Consolidated reporting review
Risk register and risk governance map
Decision-rights matrix
Next-generation education framework
Philanthropy and legacy planning framework
Family meeting preparation support
Cross-border wealth coordination review (Canada–US–Taiwan / Asia-Pacific)
Bilingual family meeting facilitation (English / Mandarin)
Zephyr Perspectives
Further reading on family office governance and wealth.
Family Office
Family Office Legacy Planning: Multi-Generational Guide
A legacy planning framework that transfers wealth, values, and governance across generations without the 70% failure rate.
Family Office
Family Office Cybersecurity: A Data Governance Framework
Family office cybersecurity governed as stewardship: data classification, authority matrices, vendor diligence, and deepfake-era response.
Family Office
When to Hire a Family Office Consultant: Six Triggers
Six situations where outside help pays for itself, how a consultant differs from a chief of staff or CFO hire, and the red flags worth walking from.
Discuss your family office priorities. Available in English and Mandarin.
A first conversation is exploratory and confidential.
Begin a Confidential ConversationZephyr does not provide discretionary portfolio management, security-specific investment recommendations, legal advice, or tax advice. Where implementation requires regulated services, clients should work with appropriately registered or licensed professionals.